Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dale Stempson who wrote (1644)	11/26/1997 2:17:00 PM
From: Gottfried	Read Replies (1) of 9256

Dale, I read it in the morning paper, but I appreciate the electronic version (because it can be saved). Thank you! Looks like Fujitsu gained the most market share, and both, SEG and QNTM lost some. But the big 3, SEG, QNTM and WDC, should survive. IBM is a special case because their business does not depend on storage alone. Excerpt: Today seven companies account for 93.5 percent of the total drive market. Among the 13 or so companies that make up the ''other'' 6.5 percent of the market loom integrated electronics giants such as Hitachi, Samsung and NEC Corp. So much for "easy to enter". It's even easier to lose your shirt in this business and only the big are expected to survive. GM

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next